Richard Burridge Jr. is a CFP® professional with 31 years of industry experience, currently advising at Curi Capital, LLC. He worked for UBS Financial Services for 10 years before joining RMB Capital Management, LLC, where he spent 21 years. Burridge is based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach uses bottom-up fundamental analysis for equities and a relative-value approach for fixed income, implemented across various managed accounts and funds.

Paul Joyaux is a CFP® certificant with 27 years of industry experience. He is currently with Curi Capital, LLC and was previously with UBS Financial Services. Joyaux has spent the majority of his career at RMB Capital Management, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of managed accounts and funds.

Richard Burridge is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC for 21 years and UBS Financial Services for 5 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription service for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various portfolios and fund structures.

Frederick Paulman is a CFP® with 24 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at UBS Financial Services from 2002 to 2005 before joining RMB Capital Management, where he spent 21 years. Outside of finance, he is involved with Peerless of America, Inc., where he dedicates time working on accounting and manufacturing two days per month. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm emphasizes a long-term, fundamentally driven investment approach implemented across various portfolio types and offers both discretionary and non-discretionary services.

Jeffrey Pearsall is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC and UBS Financial Services. He also serves as figurehead director of Encore Inc. and JWE Enterprise. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a variety of portfolio solutions, including separately managed accounts, mutual funds, and private funds.